Bill Brancucci and Kennedy Crossan wanted a platform that could handle multiple approaches to doling out financial advice, so they moved their practice from MetLife to Royal Alliance, a unit of Advisor Group, the principals said in an interview. And they are taking about $1.2 million in production with them.
The move makes Brancucci and Crossan managing partners at the practice, which has more than $100 million in AUM. It caters to high-net-worth individuals and families, plus small institutions and pensions, Brancucci said.
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